Free Trial
→ SpaceX eyes a 1.75 trillion valuation - here's what to know (From Brownstone Research) (Ad)tc pixel Free HGBL Stock Alerts

Heritage Global (HGBL) Institutional Ownership

Heritage Global logo
$1.33 -0.02 (-1.48%)
Closing price 04:00 PM Eastern
Extended Trading
$1.33 0.00 (0.00%)
As of 05:11 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Heritage Global (NASDAQ:HGBL)

Current
Institutional Ownership
Percentage
33.46%
Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$2.85M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$1.64M
Get HGBL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Heritage Global stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

HGBL Institutional Buying and Selling by Quarter

Heritage Global Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2026 Punch & Associates Investment Management Inc.2,244,148$3.05M0.2%-5.9%6.460%
5/14/2026 Renaissance Technologies LLC244,317$332K0.0%-35.3%0.703%
5/13/2026 Militia Capital Management LLC563,873$767K0.2%N/A1.623%
5/4/2026 Evernest Financial Advisors LLC194,000$274K0.1%N/A0.558%
2/18/2026 XTX Topco Ltd24,667$31K0.0%N/A0.071%
2/17/2026 Punch & Associates Investment Management Inc.2,384,652$2.96M0.2%-3.7%6.864%
2/17/2026 Rothschild Wealth LLC360,866$447K0.0%N/A1.039%
2/13/2026 Mink Brook Asset Management LLC2,028,844$2.52M1.6%+7.8%5.840%
2/13/2026 Wynnefield Capital Inc.79,426$98K0.1%-80.2%0.229%
2/12/2026 Jane Street Group LLC29,651$37K0.0%+196.2%0.085%
2/12/2026 Dimensional Fund Advisors LP209,612$260K0.0%-23.0%0.603%
2/10/2026 Goldman Sachs Group Inc.49,951$62K0.0%+29.9%0.144%
11/17/2025Perritt Capital Management Inc295,866$491K0.2%-51.1%0.852%
11/17/2025 Susquehanna International Group LLP42,738$71K0.0%N/A0.123%
11/17/2025 Punch & Associates Investment Management Inc.2,475,228$4.11M0.2%+0.9%7.125%
11/17/2025Militia Capital Partners LP563,873$936K0.4%-3.5%1.623%
11/17/2025 Mink Brook Asset Management LLC1,882,222$3.12M2.1%+0.8%5.418%
11/17/2025 Citadel Advisors LLC73,465$122K0.0%+17.0%0.211%
11/14/2025 Virtu Financial LLC16,796$28K0.0%N/A0.048%
11/12/2025 Dimensional Fund Advisors LP272,317$452K0.0%-7.3%0.784%
11/7/2025 GSA Capital Partners LLP21,928$36K0.0%+103.0%0.063%
11/7/2025Vanguard Group Inc.1,860,027$3.09M0.0%-0.7%5.354%
11/6/2025 Truffle Hound Capital LLC1,100,000$1.83M0.5%+19.5%3.166%
8/16/2025 Evergreen Capital Management LLC11,878$26K0.0%N/A0.034%
8/15/2025 Topline Capital Management LLC1,678,507$3.73M0.6%-1.0%4.832%
8/15/2025 Man Group plc59,874$133K0.0%-18.5%0.172%
8/11/2025 Truffle Hound Capital LLC920,157$2.04M0.5%+41.6%2.649%
7/29/2025 Koshinski Asset Management Inc.917,304$2.04M0.2%-0.5%2.587%
6/6/2025Militia Capital Partners LP584,478$1.27M1.0%+6.6%1.649%
5/16/2025Punch & Associates Investment Management Inc.2,454,467$5.35M0.3%-1.9%6.923%
5/16/2025Ancora Advisors LLC514,269$1.12M0.0%+1.2%1.451%
5/15/2025Topline Capital Management LLC1,694,744$3.70M0.8%-12.1%4.780%
5/7/2025Ridgewood Investments LLC241,165$526K0.2%+6.9%0.680%
4/25/2025Koshinski Asset Management Inc.922,304$2.01M0.2%-8.6%2.598%
4/16/2025Wealth Enhancement Advisory Services LLC25,758$56K0.0%N/A0.073%
4/9/2025Parkside Advisors LLC34,139$74K0.0%N/A0.096%
2/17/2025Mink Brook Asset Management LLC1,867,021$3.45M3.3%N/A5.000%
2/17/2025Millennium Management LLC29,805$55K0.0%-64.4%0.080%
2/17/2025Citadel Advisors LLC40,763$75K0.0%-57.8%0.109%
2/17/2025Ancora Advisors LLC508,269$940K0.0%-2.2%1.361%
Stranded On The Flood Plains of History (Ad)

The petrodollar arrangement that Kissinger brokered in 1974 officially expired in June 2024. China has slashed U.S. Treasury holdings by 45% from peak, and central banks are swapping dollars for gold at the fastest pace since the Cold War. Porter Stansberry believes Trump is channeling more than $3 trillion toward securing the minerals, chips, and infrastructure that make AI possible - and companies at those chokepoints like Vertiv (up 500%), GE Vernova (up 700%), and Arista Networks (up 750%) are already moving. Porter's new briefing names one asset to buy today plus five stocks positioned at the narrowest chokepoints of what he calls the Silicon Dollar.tc pixel

Read Porter's full briefing and get the ticker names today
2/14/2025Two Sigma Securities LLC14,950$28K0.0%N/A0.040%
2/14/2025Topline Capital Management LLC1,927,096$3.57M0.7%N/A5.161%
2/14/2025Dimensional Fund Advisors LP240,241$444K0.0%-28.8%0.643%
2/13/2025NewEdge Advisors LLC14,904$28K0.0%N/A0.040%
2/13/2025Renaissance Technologies LLC339,817$629K0.0%+2.8%0.910%
2/12/2025Geode Capital Management LLC361,632$669K0.0%+7.8%0.968%
2/11/2025Truffle Hound Capital LLC650,000$1.20M0.4%N/A1.741%
1/16/2025Koshinski Asset Management Inc.1,009,304$1.87M0.0%-4.7%2.703%
11/16/2024Geode Capital Management LLC335,402$570K0.0%+2.4%0.898%
11/15/2024Jane Street Group LLC14,941$25K0.0%N/A0.040%
11/15/2024Wynnefield Capital Inc.401,030$682K0.3%-10.1%1.074%
11/15/2024Janus Henderson Group PLC28,982$49K0.0%+53.2%0.078%
10/10/2024Koshinski Asset Management Inc.1,059,304$1.80M0.2%N/A2.837%
8/9/2024Renaissance Technologies LLC318,217$783K0.0%-11.0%0.852%
8/9/2024Dimensional Fund Advisors LP449,864$1.11M0.0%+11.8%1.205%
5/16/2024Ancora Advisors LLC472,388$1.25M0.0%+34.6%1.265%
5/16/2024Connective Capital Management LLC203,938$538K0.8%N/A0.546%
5/16/2024Janus Henderson Group PLC20,445$54K0.0%N/A0.055%
5/14/2024Herr Investment Group LLC432,900$1.14M0.3%+10.7%1.159%
4/10/2024Ridgewood Investments LLC197,547$522K0.3%+3.9%0.532%
2/15/2024Perritt Capital Management Inc.340,591$947K0.5%-4.1%0.917%
2/12/20241492 Capital Management LLC303,621$844K0.5%+173.8%0.817%
1/12/2024Mutual Advisors LLC167,530$466K0.0%-20.4%0.451%
1/11/2024Ridgewood Investments LLC190,047$528K0.3%+16.6%0.512%
11/14/2023Quadrature Capital Ltd177,838$560K0.0%-11.0%0.479%
11/14/2023Mutual Advisors LLC210,500$657K0.0%-31.0%0.567%
11/13/2023EAM Investors LLC333,504$1.04M0.2%-28.7%0.898%
11/13/2023Acadian Asset Management LLC156,915$488K0.0%-29.4%0.422%
11/7/2023Barclays PLC17,022$53K0.0%N/A0.046%
10/26/2023Punch & Associates Investment Management Inc.2,761,465$8.62M0.6%+13.2%7.433%
8/14/2023Perritt Capital Management Inc.355,091$1.29M0.7%-7.3%0.957%
8/11/2023Cibc World Market Inc.116,300$421K0.0%+38.3%0.313%
8/7/2023Acadian Asset Management LLC222,310$802K0.0%+940.1%0.599%
7/31/2023Mutual Advisors LLC305,000$1.10M0.0%N/A0.822%
7/28/2023Koshinski Asset Management Inc.1,195,943$4.33M0.5%-20.8%3.223%
7/27/2023Virtu Financial LLC16,591$60K0.0%N/A0.045%
5/9/2023Wedbush Securities Inc.66,500$191K0.0%-55.7%0.179%
4/25/2023Ridgewood Investments LLC163,000$468K0.3%+6.5%0.441%
4/12/2023Koshinski Asset Management Inc.1,510,829$4.34M0.4%N/A4.091%
4/12/2023Naviter Wealth LLC29,421$84K0.0%N/A0.080%
1/31/2023Wedbush Securities Inc.150,000$353K0.0%-6.3%0.406%
11/15/2022Perritt Capital Management Inc.413,424$666K0.4%+36.7%1.119%
10/18/2022Bailard Inc.31,718$51K0.0%N/A0.086%
10/13/2022Ridgewood Investments LLC153,000$246K0.2%+4.5%0.415%
7/21/2022Wedbush Securities Inc.160,000$240K0.0%+79.0%0.436%
7/19/2022Ridgewood Investments LLC146,418$220K0.2%+10.1%0.399%
7/12/2022Koshinski Asset Management Inc.1,488,443$2.23M0.2%N/A4.058%
4/19/2022Wedbush Securities Inc.89,375$121K0.0%+87.5%0.244%


HGBL Institutional Ownership - Frequently Asked Questions

During the previous two years, 32 institutional investors and hedge funds held shares of Heritage Global. The most heavily invested institutionals were Topline Capital Management LLC ($3.73M), Vanguard Group Inc. ($3.09M), Punch & Associates Investment Management Inc. ($3.05M), Mink Brook Asset Management LLC ($2.52M), Koshinski Asset Management Inc. ($2.04M), Truffle Hound Capital LLC ($1.83M), and Ancora Advisors LLC ($1.12M).Learn more on Heritage Global's institutional investors.

33.46% of Heritage Global's stock is owned by institutional investors. Learn more on HGBL's institutional investor holdings.

Of the 27 institutional investors that purchased Heritage Global's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mink Brook Asset Management LLC ($2.03M), Topline Capital Management LLC ($1.93M), Truffle Hound Capital LLC ($1.10M), Koshinski Asset Management Inc. ($1.06M), Militia Capital Management LLC ($563.87K), Rothschild Wealth LLC ($360.87K), and Evernest Financial Advisors LLC ($194K).

Institutional investors have bought a total of 1,900,768 shares in the last 24 months. This purchase volume represents approximately $2.85M in transactions.

Of the 10 institutional investors that sold Heritage Global's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wynnefield Capital Inc. ($321.60K), Perritt Capital Management Inc ($309.01K), Punch & Associates Investment Management Inc. ($231.08K), Renaissance Technologies LLC ($133.20K), Dimensional Fund Advisors LP ($84.07K), Militia Capital Partners LP ($20.61K), and Topline Capital Management LLC ($16.24K).

Institutional investors have sold a total of 1,147,628 shares in the last 24 months. This volume of shares sold represents approximately $1.64M in transactions.


Related Companies

This page (NASDAQ:HGBL) was last updated on 6/10/2026 by MarketBeat.com Staff.
From Our Partners
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
He Called NVIDIA at $1.10 – Now He Says, “SELL”
The analyst who called NVIDIA at $1.10 now says sell. According to Alexander Green, Chief Investment Strategis...
The Oxford Club | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
No. You’re not imagining it…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
Live demo of Elon Musk’s AI agent
Jeff Brown picked Nvidia in 2016 - it's up 25,155%. He recommended Bitcoin at $240 - it's up 31,219%. Now he's...
Brownstone Research | Sponsoredtc pixel
One hidden supplier shipped 5 billion parts to SpaceX
Most investors are focused on the historic $1.75 trillion SpaceX IPO expected around June 30. But there's a le...
Weiss Ratings | Sponsoredtc pixel
In 30 days, you'll wish you'd read this email
A small power equipment company with $1.5 billion in orders is flying under the radar - but not for long. When...
Behind the Markets | Sponsoredtc pixel